Mainstar Trust

08/25/2026

Back-to-school season is a great reminder that learning happens both inside and outside the classroom.

Building financial literacy at age-appropriate levels can help children develop healthy habits that last a lifetime. Simple lessons about spending wisely, saving consistently, and giving generously can help create a strong foundation for a bright financial future.
Small conversations today can build confidence for tomorrow.

08/18/2026

Small business owners spend a lot of time building for the future—but is your retirement plan keeping pace with your business goals?

SEP IRAs offer a flexible retirement savings option for small business owners, self-employed individuals, and sole proprietors, with features that can make planning for the future more accessible.

Our latest blog breaks down how SEP IRAs work, contribution basics, and why they’re a popular retirement planning tool for growing businesses.

Read more here: https://mainstartrust.com/blog/post/retirement-planning-for-small-business-owners-using-sep-iras

Blog - Stay up to date with, and find more in-depth information about our services.

08/11/2026

Are younger generations changing the way they think about retirement?

A recent article explores why more Gen Z investors are opening Roth IRAs and taking an interest in retirement savings earlier than previous generations. Whether you're just starting out or simply curious about evolving financial trends, it's an interesting look at how attitudes toward long-term saving may be shifting.

Read the article and see what's driving the conversation: https://www.wsj.com/personal-finance/retirement/gen-z-retirement-roth-ira-52d44204

A younger generation embraces the benefits of tax-free investment growth.

08/04/2026

Not every investment opportunity lives on a public exchange.

Private placements can offer access to investment opportunities outside traditional markets, giving eligible investors another way to diversify retirement assets through a Self-Directed IRA.

From private companies to alternative investment opportunities, some investors explore private placements as part of a broader long-term retirement strategy.
Mainstar Trust provides custodial support for Self-Directed IRAs that hold a wide range of alternative assets.

Learn more about private placements here:
https://mainstartrust.com/asset-types/private-placements

07/28/2026

Opening a retirement account that includes alternative assets can feel like a big step—but having a responsive team and a clear process can make all the difference.

At Mainstar Trust, we work hard to provide dependable custodial support, timely communication, and account setup assistance that helps keep things moving forward.

Thank you to Holli and all of our clients for trusting Mainstar Trust with their retirement accounts and long-term financial goals.

07/21/2026

What if your future self could send you a thank-you note?

A Roth IRA can help create long-term retirement savings potential through tax-free qualified withdrawals in retirement, making it a popular option for individuals planning ahead for the years to come.

Starting earlier can create more opportunity for growth—but building retirement savings at any stage can make an impact.

Ready to explore your Roth IRA options? Mainstar Trust is here to provide custodial support to help you get your account established.

Learn more: https://mainstartrust.com/investor-type/individuals/roth-ira

07/14/2026

Saving for your child’s future can come with a lot of questions—especially as education savings options and family financial planning opportunities continue to evolve.

This helpful article from HerMoney explores what parents should know about 529 plans and newer savings concepts that may shape future planning conversations.
Staying informed is one of the most important steps in building long-term financial confidence.

Read the article here: https://hermoney.com/invest/financial-planning/529-plans-and-trump-accounts-what-parents-should-know-right-now/

As you think about saving for your child’s future, chances are you already know about 529 plans. Maybe you’ve opened one. Maybe it’s been sitting on your

07/07/2026

Thinking about opening a Self-Directed IRA but not sure where to start? You’re not alone.

Questions like “What can I invest in?”, “How do I fund an account?”, and “What makes an SDIRA different from a traditional IRA?” are some of the most common questions new investors ask.

Our latest blog breaks down the basics of Self-Directed IRAs in simple terms—from funding options and alternative investments to how these accounts work and why investors choose them.

Read more here: https://mainstartrust.com/blog/post/the-most-common-questions-new-sdira-investors-ask-the-answers-you-re-looking-for

Blog - Stay up to date with, and find more in-depth information about our services.

07/04/2026

Today, we celebrate the freedoms that shape our communities, our opportunities, and our future.

From all of us at Mainstar Trust, we wish you a safe, meaningful Independence Day filled with good memories and time with those who matter most. 🇺🇸

Happy Fourth of July!

06/30/2026

Saving for retirement isn’t about chasing headlines or reacting to every market swing. It’s about building a long-term plan, staying consistent, and focusing on assets that align with your goals and risk tolerance.

Whether you’re contributing to a Traditional IRA, Roth IRA, or exploring a Self-Directed IRA for broader investment options, steady discipline can make a meaningful difference over time.

Mainstar Trust is here to provide the custodial support you need to hold the retirement assets you choose so you can stay focused on the bigger picture.